Company
Fidelity
136 published works
Pennsylvania Divorce and Domestic Relations Blog
Financial Planning and College: The Conversation
By Mark Ashton
Both Charles Schwab and Fidelity Investments are making a play for you to bring your teenage kid in to open a kiddie investment account. There’s even a cute commercial where…
Pennsylvania Divorce and Domestic Relations Blog
When “Wealth Management” Meets “Silly”
By Mark Ashton
The more I read about modern estate planning, the more bizarre it becomes. Here’s the title from an on line publication called The Street. “Fidelity reveals a type of trust…
Your ERISA Watch
Fourth Circuit Expands Statutory Penalty Scope
Kelly v. Altria Client Services, LLC, Nos. 25-1350, 25-2080, __ F.4th __, 2026 WL 2293854 (4th Cir. Aug. 10, 2026) (Before Circuit Judges Quattlebaum, Benjamin, and Berner) This week’s notable…
Roberts Disability Law Blog
Fourth Circuit Affirms Denial of Benefits and Rejects Fiduciary Claim Against Recordkeeper, But Holds Administrative Services Agreement Is a Disclosable Plan Document Under ERISA
In Kelly v. Altria Client Services, LLC, — F.4th —-, 2026 WL 2293854 (4th Cir. Aug. 10, 2026), Plaintiff sought to liquidate his 401(k) account in Altria’s Deferred Profit-Sharing Plan…
Nonprofit Law Prof Blog
Dale, Hemel & Manny: Standing Up for Nonprofit Sector Independence
Harvey P. Dale, Daniel J. Hemel & Jill S. Manny (all NYU) posted to SSRN DAF Sponsors Should Stand Up for Nonprofit Sector Independence, an article that was published in…
Roberts Disability Law Blog
Third Circuit: ERISA Demands a Prudent Process, Not Perfect Investment Performance
In In re Quest Diagnostics ERISA Litigation, — F.4th —-, No. 24-2866, 2026 WL 1783204 (3d Cir. June 22, 2026), the Third Circuit affirmed the District Court’s grant of summary…
Balkinization
A Miscarriage of Justice?
By ianayresbalkin-blogspot-com
Barbara Fried’s recent post on Substack, to my mind, lays out a devastating critique of the prosecution’s misappropriation theory of criminal liability in the trial of her son, Sam Bankman-Fried. …
Nonprofit Law Blog
Nonprofit Resources of the Week – 5/2/26
Nonprofit Resources of the Week curates timely articles, tools, and commentary to help nonprofit organizations, their leaders, and their advisors stay informed about legal developments, sector trends, and emerging issues…
The CLS Blue Sky Blog
Sidley Discusses the State of Play in Banking and Digital Assets
By Michael Lewis, Kristin Teager, Kristen Kane, Nathan Truong, Matt Katz
The environment has never been more favorable for existing banking organizations launching a digital asset business and those Fintech and other nonbank companies considering acquiring or chartering a full-service or…
The CLS Blue Sky Blog
How the “Big Three” Help Cause IPO Underpricing
By Danielle Chaim, Adi Libson, Yevgeny Mugerman
Over the last few decades, large asset managers have loomed over U.S. equity markets. Their prominence has fueled a lively debate about the effects of “asset manager capitalism” on a…